FINWIRES · TerminalLIVE
FINWIRES

在 Campo Morado 鑽探結果公佈後,Stifel Canada 維持對 Luca Mining 的「買入」評級;目標價維持在 4.00 加幣。

By

-- 週三,Stifel Canada維持對Luca Mining(LUCA.V)股票的「買入」評級,目標價為4.00加幣。此前,該公司公佈了其位於墨西哥Campo Morado礦場的鑽探結果。 Luca報告稱,Campo Morado的Largo Norte礦區地下鑽探結果顯示,加權平均金品位為2.05克/噸,比Campo Morado目前礦區探明的金品位1.70克/噸高出約20%。現有地下基礎設施附近的多金屬礦化帶表明,隨著鑽探將礦化範圍擴展到現有資源邊界之外,該礦區具有以較低資本密集度開採的潛力。我們認為,這些結果支持Campo Morado即將發布的2026年下半年礦山壽命週期(LoM)計畫更新和擴建研究,該研究概述了透過提高產量和回收率,將集團產量從2026年的約5.5萬盎司/年金當量提高到2029年的約11萬盎司/年金當量的潛在路徑。 Campo Morado的長期市淨率(LT P/NAV)為0.23倍,而同業小型礦業公司為0.57倍;2026年市現率(P/CF)為5.4倍,而同業小型礦業公司為7.8倍。鑑於Campo Morado擴建計畫和即將發布的礦場計畫更新,我們仍然認為Campo Morado具有多重擴張潛力。分析師科爾·麥吉爾寫道:“提高盧卡增長前景的可見度。” (報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us

Price: $1.33, Change: $-0.04, Percent Change: -2.92%

Related Articles

Commodities

EU Steps Up Energy Enforcement, Targets Member States Over Power Rules

Europe has stepped up legal action against several member states over failures to implement key energy laws, including new electricity market reforms and renewable energy rules, the European Commission said on Wednesday.The Commission, in its latest monthly infringement package, issued reasoned opinions to Croatia, Poland, and Portugal for failing to fully transpose updated EU electricity market design rules into national law.The reforms are intended to make power prices more stable and less tied to volatile fossil fuel costs, while strengthening consumer protections and expanding contract choices.EU countries were required to implement the rules by Jan. 17, 2025, with some provisions extending to mid-2026.The bloc said Croatia, Poland, and Portugal have two months to respond or risk referral to the Court of Justice of the European Union, potentially facing financial penalties.The Commission also sent a reasoned opinion to Hungary over breaches of EU rules prohibiting intra-EU investor-state arbitration.The case relates to actions by Hungarian oil and gas company MOL Group, which sought to enforce an arbitral award and initiated new arbitration proceedings under the Energy Charter Treaty.The EU's executive body said such actions contravene the bloc's laws as clarified by the EU court's Komstroy ruling, which bars such disputes between member states. Hungary has two months to comply or face possible referral to the EU court.Meanwhile, the Commission referred Greece, Malta, and Portugal to the Court of Justice for failing to fully implement updated renewable energy rules.The legislation is designed to accelerate the rollout of renewable energy across sectors, including transport, industry and buildings, while supporting the bloc's climate goals and reducing reliance on imported fuels.The three countries had already received formal notices and reasoned opinions in 2025, but failed to adequately address the concerns, the Commission said. It is now seeking financial sanctions.

Sectors

Sector Update: Energy

Energy stocks were higher late Wednesday afternoon, with the NYSE Energy Sector Index adding 1.8% and the State Street Energy Select Sector SPDR ETF (XLE) rising 2.2%.The Philadelphia Oil Service Sector Index was increasing 0.6%, and the Dow Jones US Utilities Index was shedding 1.3%.Front-month West Texas Intermediate crude oil jumped 7.6% to $107.47 a barrel, and the global benchmark Brent crude contract climbed 7.2% to $119.22 a barrel. Henry Hub natural gas futures rose 0.4% to $2.56 per 1 million BTU.In corporate news, Entergy (ETR) shares rose 1.4% after it reported Q1 adjusted earnings Wednesday of $0.86 per share, up from $0.82 a year earlier. Analysts polled by FactSet expected $0.84.

$ETR
US Markets

Planet Fitness Could Miss Quarterly Street Views for Net Adds, Same-Store Sales Growth, RBC Says

Planet Fitness' (PLNT) first-quarter member net adds and same-store sales could fall short of Wall Street's estimates, while the company could "slightly" lower its full-year outlook amid high macro uncertainty, RBC Capital Markets said in a note e-mailed Wednesday.The brokerage lowered the fitness center operator's first-quarter net adds estimates to 680,000 from 990,000 and its same-store sales growth outlook to 3.1% from 4.4%. The Street expects net adds of 790,000 and a 3.5% increase in same-store sales, according to the RBC note to clients."Our RBC Elements app data tracker suggested (first-quarter) downloads were only up 0.3% (year over year), and the company called out elevated churn to start the year, given it was the first (first-quarter) with click-to-cancel," RBC analyst Logan Reich said. "While (Planet Fitness) may be a relative trade-down beneficiary in times of macro volatility, the elevated uncertainty in March could have been an incremental headwind to net member growth."The brokerage said the company could guide down its 2026 views "slightly" amid elevated macro pressures due to the Middle East conflict, worsening consumer sentiment, and the absence of a permanent chief financial officer.Last month, Planet Fitness said it appointed Tom Fitzgerald as interim CFO following the departure of Jay Stasz. Fitzgerald previously served as the company's finance chief. At the time, the fitness center operator reaffirmed its 2026 financial outlook.RBC reduced its price target on Planet Fitness' stock to $85 from $120 with an outperform rating. The brokerage cut its 2026 and 2027 top- and bottom-line projections for the company.Planet Fitness shares were down 1.1% in Wednesday late-afternoon trade. The stock has slumped 41% so far this year."We continue to believe all the medium- and long-term secular, demographic, and idiosyncratic drivers remain intact," Reich said. "However, we think the key factor to investors potentially getting more constructive following the print is what the company's commentary on the (long-term algorithm) is."Planet Fitness is scheduled to report its latest financial results May 7.Price: $63.98, Change: $-0.48, Percent Change: -0.74%

$PLNT